Erin
Fogarty

Fsr Wealth Management, LTD

CRD#7124120
Investment Advisor
in Elmhurst, IL

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About this Advisor

Erin Fogarty is a financial advisor based in Elmhurst, Illinois, working with Fsr Wealth Management, LTD. Erin has previously held positions at Fsr Wealth Management, LTD, Old St. Mary's School, and Fsr Insurance Planning, LTD. Erin has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Erin is part of Fsr Wealth Management, LTD, which operates out of Elmhurst, Illinois. The firm has 1 office and 14 employees. The firm manages assets totaling $154.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fsr Wealth Management, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

444 N. York Street
Elmhurst, IL 60126

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Fsr Wealth Management, LTD Brokerage Details

Total Assets Under Management

$154,344,009

IL Average: $6,674,516,078
Total Number of Employees

14

IL Average: 44
Total Number of Accounts

950

IL Average: 2,564
Average Account Size

$162,467

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Erin Fogarty Work History

2022 - Present (2 years)

Fsr Insurance Planning, LTD

2019 - Present (5 years)

Fsr Wealth Management, LTD

2017 - Present (7 years)

Fsr Wealth Management, LTD

2012 - 2015 (3 years)

Old St. Mary'S School

Disclosures

Please visit the SEC profile of Erin Fogarty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsr Wealth Management, LTD

Brian Szymczak
Elmhurst, IL
Stephen Francis
Elmhurst, IL
Sean Papreck
Elmhurst, IL
Erin Fogarty
Elmhurst, IL
Joshua Bretl
Elmhurst, IL
Robert Bretl
Elmhurst, IL
Charles Carey
Elmhurst, IL
Scott Bretl
Elmhurst, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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